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Portfolio (Quarterly) Guide ↗

MPWM ADVISORY SOLUTIONS, LLC

· CIK 0002056693
13F Portfolio $189M AUM 577 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 69 New 117 Added 82 Reduced
Page 3 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FIXD FIRST TRUST 142.0 $6K 0.00% NEW $43.59 -2.1%
42 FXH FIRST TRUST 46.0 $5K 0.00% NEW $109.76 +22.2%
43 KNG FIRST TRUST 100.0 $5K 0.00% NEW $48.71 +5.1%
44 FPEI FIRST TRUST 250.0 $5K 0.00% NEW $19.00 -0.2%
45 JEPI JPMORGAN 80.0 $5K 0.00% NEW $56.67 +0.9%
46 FNDX SCHWAB FUNDAMENTAL 149.0 $4K 0.00% NEW $27.85 +16.9%
47 FTGS FIRST TRUST 117.0 $4K 0.00% NEW $34.04 +13.2%
48 FAAR FIRST TRUST 114.0 $4K 0.00% NEW $33.75 -7.3%
49 GOVT ISHARES U S 160.0 $4K 0.00% NEW $22.90 -2.5%
50 AFLG FIRST TRUST 93.0 $4K 0.00% NEW $38.57 +16.0%
51 VDE VANGUARD ENERGY 19.0 $3K 0.00% NEW $173.05 +6.1%
52 VONG VANGUARD RUSSELL 26.0 $3K 0.00% NEW $109.85 +14.2%
53 FBT FIRST TRUST 11.0 $2K 0.00% NEW $200.82 +36.2%
54 FTXO FIRST TRUST 58.0 $2K 0.00% NEW $36.17 +16.2%
55 FJP FIRST TRUST 28.0 $2K 0.00% NEW $72.61 +5.9%
56 VSNT VERSANT MEDIA Industrials 44.0 $2K 0.00% NEW $37.02 +12.2%
57 VENTURE GLOBAL 100.0 $2K 0.00% NEW $15.76
58 BBBY BED BATH Consumer Cyclical 300.0 $1K 0.00% NEW $4.64 -7.8%
59 FXN FIRST TRUST 60.0 $1K 0.00% NEW $22.47 +7.8%
60 GCOW PACER GLOBAL 25.0 $1K 0.00% NEW $46.68 +1.9%
Page 3 of 4  ·  69 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 75.4%
Technology 11.6%
Communication Services 3.2%
Healthcare 3.1%
Consumer Cyclical 3.1%
Industrials 1.4%
Utilities 0.9%
Consumer Defensive 0.6%
Energy 0.5%
Basic Materials 0.2%